IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$613K
3
+$568K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$563K
5
PGX icon
Invesco Preferred ETF
PGX
+$549K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$972K
4
GLW icon
Corning
GLW
+$559K
5
PAG icon
Penske Automotive Group
PAG
+$303K

Sector Composition

1 Consumer Discretionary 12.3%
2 Technology 10.47%
3 Industrials 10.4%
4 Financials 10.3%
5 Materials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1K ﹤0.01%
35
+15
1052
$1K ﹤0.01%
50
1053
$1K ﹤0.01%
13
1054
$1K ﹤0.01%
3
+2
1055
$1K ﹤0.01%
75
+45
1056
$1K ﹤0.01%
42
1057
$1K ﹤0.01%
23
1058
$1K ﹤0.01%
+100
1059
– –
0
1060
$1K ﹤0.01%
400
1061
$1K ﹤0.01%
40
1062
$1K ﹤0.01%
88
1063
$1K ﹤0.01%
187
1064
$1K ﹤0.01%
100
+50
1065
$1K ﹤0.01%
65
1066
$1K ﹤0.01%
20
1067
$0 ﹤0.01%
4
1068
– –
-43
1069
– –
-6
1070
$0 ﹤0.01%
8
1071
– –
-1,100
1072
$0 ﹤0.01%
3
1073
$0 ﹤0.01%
2
-2
1074
– –
-5,690
1075
– –
-21
41 42
43
44 45